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JD

Jorge M. Diaz-druet

CIMA SPORTS & WEALTH MANAGEMENT
WESLEY CHAPEL, FL 33544
Some features on this profile are disabled
CRD#: 6266447
JD

Professional summary

Jorge Manuel Diaz-druet, who also goes by Jorge M Diaz, Jorge M Druet, is a registered financial advisor currently at CIMA SPORTS & WEALTH MANAGEMENT INC located in Wesley Chapel, Florida.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jorge has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jorge M Diaz | Jorge M Druet

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) CALLOWAY TAX INV REL: 116 W MAIN ST NORMAN OK 73069 NATURE: CPA TAX PREPARATION POSITION: OWNER START DATE: 1/1/2018 NO HRS/MO: 20 NO HRS/MO DUR MARKET AND NON-MARKET HOURS. (2) CALLOWAY WEALTH ADVISORS: 116 W. MAIN ST. NORMAN OK 73069 INDEPENDENT INSURANCE AGENT INVESTMENT RELATED ABOUT 20 HOURS A MONTH DURING BOTH MARKET AND NON-MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Manuel Diaz-druet's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 26, 2025 - Present

CIMA SPORTS & WEALTH MANAGEMENT INC

Office #1: 27524 Cashford Circle Suite 102, Wesley Chapel, FL 33544
RIA
CRD#: 336646
WESLEY CHAPEL, FL
Past

November 12, 2020 - March 20, 2025

PORTFOLIO MEDICS, LLC

RIA
CRD#: 145958
Oklahoma City, OK
Past

June 8, 2019 - December 26, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
OKLAHOMA CITY, OK
Past

June 1, 2016 - February 22, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
OKLAHOMA CITY, OK
Past

August 29, 2014 - May 4, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
OKLAHOMA CITY, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(6/26/2025)
IAR
Oklahoma
(10/27/2025)
IAR
Texas
(8/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/12/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/8/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/22/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/29/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CS
CIMA SPORTS & WEALTH MANAGEMENT INC
CIMA SPORTS & WEALTH MANAGEMENT INC

CRD#: 336646 / SEC#:

Florida
Registered Investment Advisory firm - (6/26/2025 Approved)
Oklahoma
Registered Investment Advisory firm - (10/20/2025 Approved)
Texas
Registered Investment Advisory firm - (8/6/2025 Conditional Restricted)
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Contact information

Main Address
27524 Cashford Circle Suite 102, Wesley Chapel, FL 33544
Mailing Address
Phone number
(727) 477-3777
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CIMA SPORTS & WEALTH MANAGEMENT INC

CRD#: 336646Wesley Chapel, FL 33544

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